Financial Education Specialist

About us

Satispay began by rethinking the simple act of a payment to remove the friction from our daily routines. But we didn’t stop there. Today, we are building a complete financial platform designed to empower people and concretely improve their lives.

By giving our 6 million users a clear, open path to pay, save, and invest, we are evolving into the definitive destination for every financial need.

What you'll be doing

As our Financial Education Specialist, you’ll be the person who empowers our corporate clients' employees by guiding them through their social security and pension projections.

Here's what your day-to-day will look like:

- Educational workshops - Delivering educational webinars or live sessions on social security and pensions to employees of our corporate clients.

- 1-to-1 sessions - Conducting individual sessions to guide employees in reading their pension projections using INPS simulators.

- Process adherence - Strictly following standardized scripts and processes, ensuring the scope remains strictly educational with no financial advice or product recommendations.

- Pipeline & CRM management - Managing the pipeline, maintaining clean CRM records, and managing leads, calendars, and session outputs via CRM while maintaining a relationship with the employer.

- Business unit development - Taking an active role in developing the newly launched business units, ensuring the achievement of success metrics and a flawless customer experience.

Who we're looking for

We need a problem-solver who loves teamwork and gets things done. If you're curious and ready for real ownership, you'll fit in! Does this sound like you?

- Educational background - You hold a junior profile with a degree in Economics, preferably with a focus on Finance, Financial Markets, or disciplines related to social security and pensions.

- Communication skills - You possess the key competency to explain complex topics in a simple, engaging way, both in front of ...